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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,683 | $84,236-92.1% | $170,435-96.1% | $70,126-90.5% |
| Participation rate | 46.2% | 70.8%-24.7pp | 83.6%-37.4pp | 69.5%-23.4pp |
| Annual return | 26.57% | 23.06%+3.5pp | 205.94%-179.4pp | 73.15%-46.6pp |
| Employer contribution / active EE | $801 | $3,387-76.4% | $5,432-85.3% | $2,343-65.8% |
| Participant deferral / active EE | $839 | $3,086-72.8% | $4,939-83.0% | $3,332-74.8% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |